See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,631 |
Filed as: STONE HILL FIDUCIARY MANAGEMENT LLC Service code 27 · EIN 45-5608425 | Advisory (Plan) | $27,762 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,452 | $29,548+135.0% | $56,411+23.1% | $77,643-10.5% |
| Participation rate | 59.5% | 32.7%+26.8pp | 52.5%+7.0pp | 70.6%-11.1pp |
| Annual return | 15.58% | 19.01%-3.4pp | 1701.33%-1685.7pp | 31.24%-15.7pp |
| Employer contribution / active EE | $1,164 | $568+105.0% | $1,039+12.0% | $2,726-57.3% |
| Participant deferral / active EE | $3,720 | $1,061+250.7% | $1,952+90.6% | $4,647-19.9% |
| Admin fee / account holder | $308 | $1,046-70.5% | $2,829-89.1% | $430-28.4% |